Since the basis of our benchmarking and databases is financial data on individual organisations, we can aggregate it up into a whole series of separate, stacked, or overlapping data clusters. This allows a portfolio to be analysed from a series of perspectives and compared against a variety of sector, turnover and geographical benchmarks.
In addition to acquiring detailed profit & loss and balance sheet data, we also run a series of financial metrics calculations across the dataset. This means that we can benchmark both individual organisations and portfolio performance against the norms across a wider sector.
At the level of a programme or investment manager, this functionality allows us to answer questions such as:
This functionality allows for regular reporting, management by exception, and the setting of a RAG (Red-Amber-Green) rating system on key metrics.
In addition we can aggregate up data across the whole of a funder or investor’s portfolio, and track the changes over time. This then allows us to answer questions such as:
Download our report:Devising a Resilience Rating System for charities & the non-profit sector
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